Geneos Wealth Management’s Universal Display OLED Stock Holding History

Geneos Wealth Management’s Portfolio OLED Stock Details OLED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.88K	Hold	75	–	–	﹤0.01%	2087
2025 Q4	$8.76K	Hold	75	–	–	﹤0.01%	1999
2025 Q3	$10.8K	Sell	75 -181	-71%	-$26.3K	﹤0.01%	1940
2025 Q2	$39.5K	Sell	256 -1,312	-84%	-$184K	﹤0.01%	1703
2025 Q1	$219K	Buy	1,568 +1,211	+339%	+$181K	﹤0.01%	1192
2024 Q4	$52.2K	Buy	357 +232	+186%	+$41.3K	﹤0.01%	1303
2024 Q3	$26.2K	Buy	125 +50	+67%	+$10.1K	﹤0.01%	1450
2024 Q2	$15.8K	Sell	75 -158	-68%	-$27.8K	﹤0.01%	1413
2024 Q1	$39.2K	Buy	233 +158	+211%	+$27.5K	﹤0.01%	1154
2023 Q4	$14.3K	Sell	75 -100	-57%	-$16.5K	﹤0.01%	1453
2023 Q3	$27.5K	Buy	175 +43	+33%	+$6.53K	﹤0.01%	1267
2023 Q2	$19K	Hold	132	–	–	﹤0.01%	1395
2023 Q1	$20.5K	Hold	132	–	–	﹤0.01%	1342
2022 Q4	$14.3K	Hold	132	–	–	﹤0.01%	1435
2022 Q3	$12K	Sell	132 -580	-81%	-$64.2K	﹤0.01%	1469
2022 Q2	$72K	Sell	712 -1	-0.1%	-$129	﹤0.01%	1132
2022 Q1	$119K	Buy	713 +61	+9%	+$9.47K	0.01%	1016
2021 Q4	$107K	Sell	652 -189	-22%	-$31.2K	﹤0.01%	1134
2021 Q3	$144K	Buy	841 +189	+29%	+$39.1K	0.01%	1000
2021 Q2	$143K	Hold	652	–	–	0.01%	1009
2021 Q1	$145K	Hold	652	–	–	﹤0.01%	1119
2020 Q4	$156K	Hold	652	–	–	0.01%	930
2020 Q3	$112K	Hold	652	–	–	0.01%	901
2020 Q2	$95K	Sell	652 -5	-0.8%	-$734	0.01%	935
2020 Q1	$88K	Hold	657	–	–	0.01%	879
2019 Q4	$139K	Hold	657	–	–	0.01%	823
2019 Q3	$111K	Hold	657	–	–	0.01%	856
2019 Q2	$123K	Hold	657	–	–	0.01%	832
2019 Q1	$100K	Hold	657	–	–	0.01%	860
2018 Q4	$60K	Buy	657 +5	+0.8%	+$505	﹤0.01%	1010
2018 Q3	$76K	Sell	652 -13	-2%	-$1.43K	0.01%	986
2018 Q2	$57K	Buy	665 +260	+64%	+$24.8K	﹤0.01%	988
2018 Q1	$40K	Sell	405 -183	-31%	-$27.5K	﹤0.01%	1098
2017 Q4	$101K	Buy	588 +3	+0.5%	+$478	0.01%	741
2017 Q3	$75K	Sell	585 -406	-41%	-$49.1K	0.01%	803
2017 Q2	$108K	Buy	991 +406	+69%	+$42.7K	0.01%	660
2017 Q1	$50K	Buy	585 +300	+105%	+$21.6K	0.01%	884
2016 Q4	$16K	Sell	285 -116	-29%	-$6.38K	﹤0.01%	1276
2016 Q3	$22K	Sell	401 -100	-20%	-$6.34K	﹤0.01%	1100
2016 Q2	$34K	Sell	501 -100	-17%	-$6.15K	﹤0.01%	937
2016 Q1	$33K	Buy	+601	New	+$29.4K	0.01%	933

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's OLED Position: Q1 2026 in Review

Geneos Wealth Management held its Universal Display (OLED) position steady in Q1 2026 at 75 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Geneos Wealth Management first reported a position in OLED in Q1 2016 and has held it in 41 quarters since. The position peaked at $219K in Q1 2025. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Geneos Wealth Management held 75 shares of Universal Display worth $6.88K as of Q1 2026.
Geneos Wealth Management left its Universal Display share count unchanged in Q1 2026.
Universal Display made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2087 holding.
Geneos Wealth Management first reported a position in Universal Display in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Universal Display position peaked at $219K in Q1 2025.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.